Automation, process design, and AI integration for small operations. You own what gets built — source, keys, and documentation. No subscription keeping it running, and no shortage of help when your process changes.
Every engagement starts with the actual process, not the one in the handbook. The aim is a tool that fits the business as it runs today and can be adjusted as it changes.
The tool should fit the process, not the other way around. That starts with documenting what actually happens — including the steps that only work because someone remembers them — so what gets built reflects your business rather than a template someone else was sold.
Scripts, scheduled jobs, and integrations that move information between the systems you already pay for. Built to be readable rather than clever — the version someone can still understand in a year is the version that still works in a year.
AI is how these tools get designed, written, and tested — that's what makes a genuinely custom tool affordable at your size. By default what ships is ordinary software on your own systems, and your data never goes near a model. If you do want AI working inside the business, that's work I take on gladly — built deliberately, with a human check on anything it produces and a data-handling policy agreed in writing before a single thing is connected. Either way it's a decision you make, not one you inherit.
You own what gets built — source, credentials, documentation — outright, with no monthly fee keeping it switched on. Owning a tool isn't the same as being left alone with it, though. Processes move: a new vendor, a different approval, another entity to report on. These are built so that those are adjustments rather than rebuilds, and I'm here to make them when they come.
Nothing gets built before we've both written down what "done" means. The scope, the price, and what's explicitly not included are settled in phase one.
A call and a walkthrough of how the work happens today, what it costs you in hours, and what "fixed" would look like. Mutual NDA before anything sensitive changes hands. The output is a written scope with a real price on it.
Contract signed first, then the work starts — never the other way around. I build against the written scope, in the open, with one place you can look to see where things stand. Changes get priced as changes, not absorbed quietly.
Documentation, ownership, and credentials transferred, and my standing access closed. You're able to run it without me — and when the work changes, I'm here to adjust it. Continuing help is available whenever you want it, and never a condition of owning what was built.
Client work stays confidential, which makes for a thin portfolio and a lot of vague claims. So here's what I've built for myself instead — same problems, same methods, and I can show you the inside of any of it.
An options and stock-flow tracker that watches a few dozen accounts, scores what it finds, and reads the charts it can't parse as text. Built because doing it by hand every morning was an hour I wasn't going to keep spending.
A market rent survey for multifamily operators that used to be a weekly manual grind — open the sites, copy the numbers, rebuild the sheet. Now it's a scheduled job and a finished comparison waiting on Monday.
First conversation is a real one, not a pitch — what the process looks like now and whether it's worth automating at all. Sometimes the answer is no, and that's a fine outcome for both of us.
Half an hour, over video, and you'll get the link with the invite. If you'd rather meet in person, say so in the form above — I'm in the Willamette Valley most weeks.